> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Stock Balance Data Grid

> Step-by-step guide to using the stock balance screen to view inventory levels, allocations, and stock statuses.

The Stock Balance screen provides a detailed overview of your stock levels across different warehouses, showing what is currently available, allocated, and more.

<Steps>
  <Step title="Access the stock balance screen">
    From the left-hand menu, select **Stock**, then click **Stock Balance**. This opens a data grid showing all your stock and its current status.
  </Step>

  <Step title="Understand the columns">
    The screen includes several columns:

    | Column              | Description                                       |
    | ------------------- | ------------------------------------------------- |
    | Warehouse Code      | Code for each warehouse                           |
    | Account Code        | Account code for each account                     |
    | Product Code        | Product codes across all warehouses               |
    | Product Description | Description of each product                       |
    | Received            | Quantity of stock received                        |
    | Available           | Actual quantity ready for use or sale             |
    | Allocated           | Available stock assigned to orders                |
    | Soft Allocated      | Stock assigned to sales orders but not yet picked |
    | Picked              | Quantity already picked for dispatch              |
  </Step>

  <Step title="View more information">
    Click the **Show** button at the end of each row to open a detailed view of that stock line.
  </Step>

  <Step title="Customise and sort columns">
    Add or remove columns from the data grid to suit your needs. Click any column heading to sort the data in alphabetical or numerical order.
  </Step>
</Steps>

<Tip>
  You can filter most columns by typing in the search box below the column heading to find specific items.
</Tip>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="How can I filter stock for a specific warehouse?">
    Type the warehouse code into the search box under the **Warehouse Code** column to filter results.
  </Accordion>

  <Accordion title="What does 'Soft Allocated' mean?">
    Soft Allocated refers to stock assigned to a sales order that has not yet been physically picked from the warehouse.
  </Accordion>

  <Accordion title="Can I sort the stock data by product code?">
    Yes, click the **Product Code** column heading to sort in alphabetical or numerical order.
  </Accordion>

  <Accordion title="Can I customise the columns?">
    Yes, you can add or remove columns and sort them as needed.
  </Accordion>
</AccordionGroup>